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May 2020

(Virtual) Real-World Frauds Found in Not-for-Profits (Sponsored by The GWSCPA)

May 19 @ 9:00 am - 12:30 pm Eastern

Join CBM Senior Advisor, Tony Cuozzo, in a course sponsored by the Greater Washington Area of CPAs highlighting the topic of Fraud in the Not-for-Profit World and how to best identify it. Upon completing the course, participants will be able to: Recognize how expense allocation policies can be circumvented and lead to possible fraud Identify how various board incentives and mandates may be possible indicators of fraud. Identify how personnel policies and procedures can be circumvented and lead to possible…

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(Virtual) What’s Next? Managing Risk in Uncertain Times: Top 3 Actions to Take Now

May 20 @ 1:00 pm - 2:00 pm Eastern

In this follow-up update on the investment markets, Debbie May, CPA, CFP®, CDFA®, executive vice president at CBM and senior investment officer at MBI, the financial advisory affiliate of CBM, and Alex Seleznev, MBA, CFP®, CFA, senior investment advisor at CBM and senior portfolio strategist at MBI, will discuss some of the top action items to consider in these times of unprecedented market turmoil. What should you be doing right now? Are you worried about potential inflation and lower expected…

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Navigating the SBA’s New PPP Loan Forgiveness Application and Construction/Real Estate

May 29 @ 11:00 am - 12:00 pm Eastern

Since the Small Business Administration announced the Paycheck Protection Program in March, construction and real estate businesses impacted by COVID-19 have been attempting to navigate the area of loan forgiveness to make the best choices possible. Now that the SBA has released an application for PPP loan forgiveness, CBM has scheduled a one-hour virtual session for clients and businesses in the construction/real estate industry to help them navigate the new application and bring them up to speed on the latest…

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June 2020

Navigating the SBA’s New PPP Loan Forgiveness Application and Professional Services

June 2 @ 11:00 am - 12:00 pm Eastern

Since the Small Business Administration announced the Paycheck Protection Program in March, many professional service businesses (such as law firms, architectural firms, consultancies and others) impacted by COVID-19 have been attempting to navigate the area of loan forgiveness to make the best choices possible. Now that the SBA has released the application for PPP loan forgiveness, CBM has scheduled a one-hour virtual session for clients and businesses in the professional services industry to help them navigate the new application and…

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Navigating the SBA’s New PPP Loan Forgiveness Application and Not-for-Profits

June 4 @ 11:00 am - 12:00 pm Eastern

Since the Small Business Administration announced the Paycheck Protection Program in March, many not-for-profits impacted by COVID-19 have been attempting to navigate the area of loan forgiveness to make the best choices possible. Now that the SBA has released the application for PPP loan forgiveness, CBM has scheduled a one-hour virtual session for clients and businesses in the not-for-profit industry to help them navigate the new application and bring them up to speed on the latest guidance from the SBA.…

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Navigating the SBA’s New PPP Loan Forgiveness Application and Small Businesses

June 9 @ 11:00 am - 12:00 pm Eastern

This presentation has been closed to new registrations due to high demand. If you wish to participate in a future presentation on this topic, please contact CBM's director of marketing, Joe Kovacs, by clicking here.  Since the Small Business Administration announced the Paycheck Protection Program in March, many small businesses impacted by COVID-19 have been attempting to navigate the area of loan forgiveness to make the best choices possible. Now that the SBA has released the application for PPP loan…

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Navigating the SBA’s New PPP Loan Forgiveness Application and Dealerships

June 10 @ 11:00 am - 12:00 pm Eastern

Since the Small Business Administration announced the Paycheck Protection Program in March, many dealerships impacted by COVID-19 have been attempting to navigate the area of loan forgiveness to make the best choices possible. Now that the SBA has released the application for PPP loan forgiveness, CBM has scheduled a one-hour virtual session for clients and other dealership businesses to help them navigate the new application and bring them up to speed on the latest guidance from the SBA. Please join…

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(Virtual) Not-for-Profit Best Practices Roundtable (for Rainmaker Companies SuperConference)

June 25 @ 11:30 am - June 26 @ 12:30 pm Eastern

Dan Weaver, director of CBM's not-for-profit practice, will host a roundtable discussion at the Rainmaker Companies Blueprint for Growth virtual SuperConference on Thursday, June 25. The session will provide for an open conversation between Dan and conference attendees about best practices for managing not-for-profit organizations, and the ability to share, discuss, and take away ideas and information to grow and improve participants' practices. Dan also serves as Vice President and is an executive committee member of Nonprofit CPAs, the national…

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Not-for-Profits: A Paycheck Protection Program Loan Forgiveness Update (Virtual)

June 30 @ 11:00 am - 12:00 pm Eastern

The ongoing series of updates to the Paycheck Protection Program kicked off earlier this month with the SBA's passage of the Paycheck Protection Program Flexibility Act of 2020. The Flexibility Act extended the coverage period for PPP loans to cover costs from 8 to 24 weeks lengthened the time that not-for-profits and other businesses have to rehire employees increased the amount of non-payroll costs eligible for forgiveness, and extended the amount of time to repay the loans from 2 to…

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Small Businesses: A Paycheck Protection Program Loan Forgiveness Update (Virtual)

June 30 @ 2:00 pm - 3:00 pm Eastern

The ongoing series of updates to the Paycheck Protection Program kicked off earlier this month with the SBA's passage of the Paycheck Protection Program Flexibility Act of 2020 on June 5. The Flexibility Act extended the coverage period for PPP loans to cover costs from 8 to 24 weeks lengthened the time that small businesses have to rehire employees increased the amount of non-payroll costs eligible for forgiveness, and extended the amount of time to repay the loans from 2…

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